Invesco Growth Allocation Fund

Scorecard
3 / 5 Stars
Lipper
4 4 2 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.37 percent over the past year, 9.03 percent over the past three years, and 16.87 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.8%
1 Year 11.4%
3 Years (Annualized) 9.0%
5 Years (Annualized) 16.9%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital consistent with a higher level of risk relative to the broad stock market. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds advised by PowerShares Capital or other unaffiliated advisers. Its target allocation is to invest approximately 65%-75% of total assets in underlying funds that invest primarily in equities, approximately 5%-10% of total assets in underlying funds that invest primarily in debts and approximately 20%-25% of total assets in alternative asset classes and investment strategies which may include commodities.

Fees

Fees are Average compared to funds in the same category.
Invesco Growth Allocation Fund has an expense ratio of 0.26 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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